LCLIX Mutual Fund

LCLIX Mutual Fund (ClearBridge Large Cap Value Fund Class 1) is managed by Franklin Templeton Investments (US) with $195.2M in net assets. LCLIX expense ratio is 0.52%, holding 57 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2013-08-16.

LCLIX performance shows a YTD return of 12.86%. The 1-year return is 22.47% and the 5-year return is 9.26%. LCLIX dividend yield stands at 1.10%, paid quarterly.

LCLIX top holdings include Apple, Inc (5.9%), Amazon.Com Inc (5.8%), Jpmorgan Chase & Co. (4.6%), Johnson & Johnson (3.8%), Cvs Health Corp. (2.5%). Go to all LCLIX holdings, LCLIX sectors, or LCLIX dividends.

LCLIX can be compared against other funds. Use LCLIX overlap to find shared positions, or LCLIX vs another fund for a side-by-side view. LCLIX alternatives are available via the screener, along with tax-loss harvesting opportunities.